Arborgold Training and Onboarding
Learn how our technical and functional training teams tailor your onboarding around your business needs. It’s like the fast track lane on the freeway, without road rage!
Trusted by leading lawn, tree, and landscape companies
Not all company’s needs are equal.
Our training team tailors the training around your business needs. It’s like the fast track lane on the freeway, without road rage!
Some popular training sessions for our clients include:
- Connecting your Arborgold software with Quickbooks
- Integrating Arborgold with Google Calendar
- Using Twillio with Arborgold for SMS / Text Messaging
- Creating and personalizing proposal templates.
- Setting up invoice and work orders templates.
- Customizing email marketing templates
Onboarding training included with your active Arborgold subscription
Basic one-one-one virtual online training includes three, 50 minute sessions with our client success team so you can jump in ready to go from Day One.
- No more struggling with multiple software systems.
- Access to contact info, respond to phone messages, create and update bids, schedule work, and generate invoices from anywhere you are.
- Schedule and route crews based on service type or territory.
All Active Subscriptions Include These Self-Help Knowledge Base and Support Tools.
- Unlimited “Beginners” Group Training
- Quick Start Online Tutorials
- Online Help Center Knowledge base
BASIC TRAINING SESSION ONE
Adding / Maintaining Users
Third Party Integrations
Basic Data Import: Customers and Services
Basic Bid and Invoicing Template Setup
BASIC TRAINING SESSION TWO
Managing Contacts, Leads, and Customers
Messaging and Appointment Center
Basic Job Estimating
Basic Job Management
BASIC TRAINING SESSION THREE
Basic Job Scheduling
Accounts Receivable and Invoicing
QuickBooks Sync
Introduction To Mobile Apps
Additional training and implementation packages
At Arborgold, what you get is software success. Unlike many of the “other” service software programs on the market, Arborgold’s comes with an initial training and setup program so you stay on top of the technology, and find your happy place with our product.
Training and implementation
For businesses looking for one-on-one guidance from a technical expert as their relationships grows with Arborgold. From user setup to data imports and integrations, our trainers will work hourly with you and your team as a done-for-you OR done-with-you solution.
- Take advantage of our structured curriculum for successful on-boarding.
- Customize your sessions based on your unique goals
Virtual consulting
Form-fit your current business operations within Arborgold. Access the experience and technical expertise as we map your current business logic and business models, and integrate it into the software.
- Every virtual consulting engagement is uniquely personalized to the wants, needs, and goals of your business.
- Jumpstart at lightning speed with customized training and done-with-you on-boarding for each of your users.
On-site training
Companies with larger office teams who need one-on-one “hands-on” in-person training or consulting can learn in their own seats, in front of their own workstations.
- Prior to any on-site, we’re working with you to clearly defining goals and timelines to ensure we meet or exceed your expectations.
- From technical help to marketing, production operations, and finance, with on-site, we’re at your disposal for all of your business needs.
Arborgold customers have access to help to support their success
Knowledge base
An opportunity to increase your technical online knowledge with industry best practices ad our technical user manual.
